Many residents and citizens were required to file the Rhode Island state tax return for the tax year 2013, and understanding this process helped ensure compliance with state tax laws. The Rhode Island Division of Taxation required individuals to file if they met income thresholds or had other specific obligations. Knowing who must file and what forms to use allowed taxpayers to avoid mistakes, reduce errors, and better manage their money during tax time.

The filing process for 2013 included both paper return and e-file options, with differences in speed, accuracy, and convenience. Before starting, taxpayers needed to gather forms such as W-2s from employers, tax schedules, and other supporting documents. They also needed a social security number, correct filing status, and information from a financial institution for direct deposit. The process was designed to help people pay what they owe or receive refunds more efficiently, whether they filed electronically or by mail.

This guide provides step-by-step instructions on completing Rhode Island’s 2013 state tax return. It covers the forms required, how to claim deductions and credits, and how to send payments. It also explains how to check refund progress and respond to letters from the Division of Taxation. Official resources from the Rhode Island Division of Taxation are available at tax.ri.gov, where taxpayers can access current forms and additional guidance.

Overview of Rhode Island State Tax Return for 2013

Who Must File

Residents and citizens of Rhode Island were generally required to file a state income tax return for 2013 if they were also required to file a federal return. The state applied this rule to ensure consistency between federal and state reporting. Even if someone did not meet the federal filing requirement, they might still need to file in Rhode Island if their income exceeded the sum of their standard deduction and personal exemptions. In these cases, the process required careful attention to forms and schedules to avoid errors.

Residency Rules

Rhode Island law defined a resident as either a person domiciled in the state or someone who maintained a permanent home in Rhode Island and spent more than 183 days of the year there. This distinction was important because residents were subject to Rhode Island tax on all income, while part-year or nonresidents only paid tax on income earned in the state. Understanding this subject ensured that taxpayers used the correct forms and filing status. Errors in determining residency could lead to letters from the Division of Taxation and possibly owing money if income was underreported.

Filing Thresholds

The income thresholds for 2013 varied by filing status. Single filers with income over $11,750 were required to file, while married couples filing jointly needed to file if their income exceeded $23,500. Head of household filers had to file if their income exceeded $15,750. These amounts combined the state’s standard deduction with the personal exemption of $3,750 per person. Taxpayers must check their income carefully to see if they qualify, since missing this point could result in penalties. For complete guidance, the Rhode Island Division of Taxation provided detailed instructions on federal and state filing requirements through IRS.gov and state resources.

Key Changes for the 2013 Tax Year

For tax year 2013, Rhode Island introduced several changes that affected how residents and citizens needed to file their income tax returns. Understanding these updates was important during tax time, as missing them could cause errors, delays, or even additional money owed. Taxpayers using a tax preparer or tax software had easier access to these updates, but those completing a paper return still needed to review the official instructions carefully.

New Features Introduced

  • Fillable PDF Forms: For the first time, the Division of Taxation allowed taxpayers to complete forms electronically before printing them. This reduced common math mistakes and simplified the process of completing schedules.

  • Improved Filing Access: Taxpayers who preferred to e-file could use approved software, while others could still send a paper return by mail. The new approach provided multiple payment options, claim deductions, and avoided missing deadlines.

Depreciation Adjustments

  • Bonus Depreciation: Rhode Island did not conform to new federal rules on bonus depreciation. This meant that anyone who claimed bonus depreciation on a federal return needed to add it back on the state return.

  • Section 179 Limit: While the federal government increased the Section 179 limit, Rhode Island kept it at $25,000. This required careful attention when completing forms since missing this adjustment could result in a letter from the Division of Taxation.

These changes showed progress in modernizing the filing process while requiring taxpayers to be more careful. Residents who did not review these updates risked mistakes that could affect their refund or cause them to owe additional tax. More details were published on the Rhode Island Division of Taxation website to help taxpayers check forms, respond to letters, and avoid errors during tax time.

Rhode Island Tax Forms You’ll Need

RI-1040 Form for Residents

The primary form for citizens who were Rhode Island residents in 2013 was Form RI-1040. This form was required for anyone with income above the state thresholds and served as the foundation of the filing process. Taxpayers needed to enter their personal information, income details, deductions, and credits on this form to calculate whether they owed money or were due a refund. Completing the RI-1040 accurately was essential to avoid math errors and prevent delays in processing. This form was available directly from the Rhode Island Division of Taxation.

Additional Forms and Schedules

Many taxpayers also needed to file additional schedules depending on their situation. Schedule W was used to report W-2s and 1099s received from an employer. Schedule M allowed adjustments to federal income, while Schedule II applied to income taxes paid to another state. Property tax relief claims required Form RI-1040H; extensions were requested with Form RI-4868. Each of these forms had a specific subject, and missing one could result in a letter from the Division of Taxation. Tax software often prompted taxpayers to complete these forms, but those who filed a paper return had to ensure that the correct schedules were included.

Employer Documents and Supporting Records

In addition to official forms, taxpayers needed their employer's supporting records, such as W-2s and 1099s. These documents showed income earned, tax withheld, and other financial details that determined whether the taxpayer would claim a refund or owe additional money. Submitting accurate employer information helped prevent mistakes in completing schedules and reduced the chance of delays. Taxpayers were encouraged to check every entry, respond promptly to any letters from the Division of Taxation, and keep copies for life events such as job applications or financial institution requests.

Step-by-Step Instructions to Complete the Rhode Island Tax Return

Filing the Rhode Island state tax return for 2013 required careful preparation. Residents and citizens needed to gather documents, select the correct filing status, and complete forms in the proper order. Whether filing electronically or preparing a paper return, the process was designed to ensure accuracy, reduce errors, and help taxpayers claim refunds or pay what they owe correctly. A tax preparer or approved tax software could simplify this process, but many taxpayers choose to complete the return themselves with close attention to every detail.

Documents to Gather Before Filing

  • Federal return: The starting point for the Rhode Island return was a completed copy of Form 1040, 1040A, or 1040EZ.

  • W-2 and 1099 forms: These documents from an employer or other payers report wages, interest, dividends, or unemployment benefits.

  • Social Security number: Each filer and dependent needed a valid number to avoid processing delays.

  • Schedules and Rhode Island forms: Depending on circumstances, taxpayers needed Schedule W, Schedule M, or Schedule II to complete income adjustments.

  • Bank details: A routing number and account number from a financial institution were required for direct deposit of a refund.

  • Payment records: Proof of estimated payments made during the year or money still owed to the state.

Gathering these items in advance helped taxpayers avoid mistakes and missed entries. It also reduced the chance of receiving letters from the Division of Taxation requesting additional information.

Step 1: Personal Information and Filing Status

  • Enter the taxpayer’s full name, current address, and Social Security number exactly as they appeared on federal forms.

  • Select the correct filing status, which had to match the status on the federal return. Options included single, married filing jointly, head of household, or qualifying widow(er).

  • Mistakes in this section were common, particularly with filing status or incorrect Social Security numbers, leading to delays or rejected returns.

Providing accurate information at this stage sets the foundation for completing the rest of the return. Accuracy helped ensure the filing process continued without errors.

Step 2: Income Reporting and Adjustments

  • Start with the federal adjusted gross income from the federal return.

  • Apply Rhode Island modifications using Schedule M, which adjusts for items that differ between state and federal tax law.

  • Calculate Rhode Island's adjusted gross income to determine the income base for deductions and credits.

Taxpayers needed to be careful when completing this section because mistakes in math or missing schedules could cause problems. These errors could result in owing more money or losing refund eligibility.

Step 3: Deductions and Exemptions

  • Apply the standard deduction according to filing status, or itemize if that reduces taxable income further.

  • Include personal exemptions of $3,750 for each qualifying person on the return.

  • Be aware of the phase-out for higher-income taxpayers, which reduced the number of exemptions available.

Properly using deductions and exemptions is essential to lowering taxable income. Many taxpayers rely on tax software or a tax preparer to avoid mistakes.

Step 4: Calculating Tax

  • For taxable income below $100,000, use the state tax tables included with the instructions.

  • Apply the rate schedules to compute tax owed for $100,000 or more taxable income.

  • Rhode Island’s tax rate 2013 ranged between 3.75% and 5.99%.

Errors in this calculation could delay refunds or result in underpayment, so double-checking the math was necessary.

Step 5: Credits and Payments

  • Claim eligible credits, including the property tax relief credit and credits for taxes paid to other states.

  • Enter Rhode Island income tax withheld from wages reported on W-2s and 1099s.

  • Record estimated payments made throughout the year to reduce the balance due.

Correctly reporting credits and payments helped prevent underpayment. It also supported refund claims by showing accurate withholding and estimated tax payments. Any mistake in this section could result in a letter from the Division of Taxation requesting clarification.

Completing these steps carefully ensured residents avoided common filing errors and reduced the chance of missing deductions or credits. Whether using a tax preparer, filing electronically, or submitting a paper return by mail, following the process step by step increases accuracy and improves progress toward receiving a refund or resolving amounts owed.

How to File Your Rhode Island Tax Return

E-file vs. Paper Return

For the 2013 tax year, Rhode Island allowed residents to file through approved e-file programs or submit a paper return. Filing electronically was faster, reduced math errors, and provided quicker refunds through direct deposit into a financial institution account using a routing number. A paper return required mailing the forms, which generally took more weeks to process and carried a higher risk of mistakes. Taxpayers who wanted to check the progress of their return often found that e-file options gave better access to updates.

Mailing Paper Returns

If a taxpayer chose a paper return, the mailing address depended on whether money was owed or a refund was expected. Those claiming a refund mailed their forms to one address, while those who needed to pay mailed their return to a different address. Each return had to include all schedules, W-2 forms from an employer, and payment vouchers if money was due. Missing any required forms could result in a letter from the Division of Taxation requesting corrections, which could delay processing and might cause penalties.

Extensions and Deadlines

Taxpayers who could not complete their return on time could file Form RI-4868 to request an extension until October 15, 2014. Even with an extension, they still had to pay any taxes owed by the original April 15 deadline to avoid interest and penalties. Filing electronically helped ensure the extension request was processed on time, but those who mailed paper forms needed to allow enough time for delivery. Information about state extensions was also available through IRS guidance, which explained how extensions worked for federal and state returns.

Making Payments and Setting Up Installment Plans

Payment Methods

For 2013, taxpayers in Rhode Island could pay their balance using several methods, including check, money order, electronic payment, or credit card. Payments made by check or money order had to be sent with Form RI-1040V, the payment voucher that ensured proper credit to the account. Taxpayers entered a financial institution's routing and account numbers to authorize the withdrawal when paying electronically. Electronic payment options reduced errors, gave quicker confirmation, and provided secure access to payment records. Tax software and a tax preparer could also guide taxpayers through the process, ensuring that the amount owed matched the forms and schedules submitted. More details about accepted payment methods were available through the Rhode Island Division of Taxation.

Options if You Cannot Pay in Full

Not every taxpayer can pay the full amount owed at tax time. Rhode Island allowed individuals to request installment plans, letting them send smaller payments over time while keeping their accounts in good standing. Filing the return on time was important, even if money could not be paid in full, because failing to file resulted in penalties and interest. Citizens who entered a payment plan still needed to respond to letters from the Division of Taxation, avoid mistakes in completing their forms, and keep track of progress through mailed statements. Taxpayers who missed payments risked more financial pressure, but staying current on an installment agreement prevented further collection actions. Guidance on payment arrangements could also be reviewed through IRS payment plan resources, which explained federal standards that Rhode Island followed closely.

Tracking Your Rhode Island Refund or Balance Due

  • Where’s My Refund Tool: Rhode Island provided an online tool that allowed taxpayers to check the status of their refund. Filers needed their Social Security number and the refund amount claimed to use it. This tool offered secure access and was updated weekly, giving residents a straightforward way to track progress. More details were available from the Rhode Island Division of Taxation.

  • Processing Timelines: Refunds processed electronically through e-file and direct deposit generally took four to six weeks to complete. Paper returns sent by mail often require eight to twelve weeks to complete since they involve more manual checking of forms and schedules. Complex filings or mistakes could lead to additional delays; sometimes, letters requesting clarification were generated.

  • Direct Deposit Option: Taxpayers could directly deposit into a financial institution account, which requires a routing and account number. This method reduced errors, prevented lost checks, and made refund payments faster. Tax software or guidance from a tax preparer helped taxpayers complete this step correctly.

  • Responding to Letters: If a refund was delayed, the Division of Taxation might send a letter requesting additional documents or clarification of math entries. Taxpayers needed to respond promptly, since missing the deadline to send the requested information could extend the waiting period or even reduce the refund amount. Checking the mail regularly and keeping all records organized helped avoid unnecessary problems.

Final Filing Checklist

Required Attachments

Every Rhode Island resident filing a 2013 return must include all required forms and schedules. This included W-2s from the employer, 1099 statements, and payment vouchers if money was owed. Missing attachments often resulted in a letter from the Division of Taxation and delayed progress toward receiving a refund. Using tax software or working with a tax preparer helped ensure the return was complete before being sent by mail or electronically.

Double-Check Key Details

Before submitting a paper return or e-file, taxpayers had to review critical information such as Social Security numbers, filing status, and math calculations. Errors in these areas were among the most common mistakes, leading to rejected returns or delayed refunds. Reviewing deductions, credits, and claim amounts carefully reduced the risk of owing additional money later. Completing this review step was essential for accuracy and compliance.

Keep Records for Future Use

Copies of forms, schedules, and payment confirmations must be kept securely for future reference. Financial institutions often require these records during loan applications or when employers verify tax history. Keeping accurate records also protects taxpayers in case of audits or questions from the Division of Taxation later in life. Organized documentation made responding quickly to requests easier and provides peace of mind during tax time.

Common Mistakes to Avoid at Tax Time

Math Errors and Missing Forms

One of the most common mistakes during tax time was submitting a return with incorrect math or missing forms. Even simple errors in addition or subtraction could affect deductions, credits, or refund amounts. Forgetting to attach W-2s, 1099s, or schedules often resulted in a letter from the Division of Taxation asking for corrections. Using tax software or working with a tax preparer reduced the risk of missing information and helped taxpayers file taxes more accurately.

Filing Status and Social Security Numbers

Incorrect filing status or mismatched Social Security numbers were frequent causes of rejected returns. A taxpayer who marked the wrong status or mistyped a Social Security number could face delays of several weeks before the mistake was corrected. These errors sometimes led to money being withheld or refunds being delayed until the subject was resolved. Taxpayers who reviewed forms carefully before sending them by mail or submitting them electronically had fewer issues and avoided unnecessary problems.

Late Filing or Missed Deadlines

Another frequent mistake was missing the filing deadline. A late return meant lost time and possibly delayed refunds, even if a taxpayer did not owe money. Late filing added penalties and interest on top of the balance due. For those who owed Citizens, who knew they would miss the April 15 deadline, were encouraged to file Form RI-4868 for an extension, which allowed more time to complete forms but still required payment of the amount owed. Checking progress regularly and responding promptly to letters helped avoid further complications.

Frequently Asked Questions

What was the filing deadline for the 2013 Rhode Island state tax return?

The deadline to file the 2013 Rhode Island state tax return was April 15, 2014, matching the federal deadline. Residents who did not file taxes on time risked paying penalties and interest if they owed money. Those expecting a refund could still file later but faced delays until the return was processed. Filing early helped avoid last-minute issues and allowed faster access to refund progress through the Division of Taxation’s tools.

Can I still file taxes if I missed the April 2014 deadline?

Yes, taxpayers could still file taxes after April 2014. If money was owed, penalties and interest applied until payment was made. Refund claims remained possible, but they had to be filed within three years of the original deadline. Missing this window meant losing the refund. Filing quickly reduced additional costs, kept accounts in progress, and ensured compliance with the IRS and Rhode Island Division of Taxation rules.

What if my only income in 2013 was Social Security?

For 2013, Rhode Island did not tax Social Security benefits. Taxpayers whose only income was Social Security generally did not need to file taxes at the state level. However, individuals with other income sources such as wages, pensions, or dividends could still exceed the filing threshold. Confirming eligibility was essential to avoid mistakes. Taxpayers were encouraged to check official instructions or use tax software for guidance during filing.

How do I amend a 2013 Rhode Island return?

Residents who discovered mistakes could amend their 2013 return using Form RI-1040X-R if one were found after filing. An amended return corrected math errors, updated filing status, or included overlooked deductions and credits. It had to be filed within three years of the original deadline or two years of paying the tax, whichever was later. Taxpayers who amend promptly reduce the risk of letters from the Division of Taxation and maintain accurate records.

Do part-year residents file differently from full-year residents?

Yes, part-year residents had to use Form RI-1040NR instead of Form RI-1040. This form allowed them to file taxes only on income earned while living in Rhode Island. Full-year residents reported all taxable income, regardless of where it was earned. Choosing the correct form prevented errors, refund delays, and letters from the Division of Taxation. Reviewing instructions carefully or consulting a tax preparer ensured accuracy during the filing process.

How long does it take to get my refund for a 2013 Rhode Island return?

Refund processing times varied by filing method. E-file returns with direct deposit typically took four to six weeks, while paper returns mailed to the Division of Taxation required eight to twelve weeks. Complex returns or mistakes often added delays, and letters were sometimes issued requesting clarification. Taxpayers could track refund progress using the “Where’s My Refund” tool, which required a Social Security number and refund amount to access updates.

What common mistakes should taxpayers avoid at tax time?

During tax time, common mistakes included math errors, using the wrong filing status, and leaving out Social Security numbers. Missing W-2s, 1099s, or schedules often caused refunds to be delayed or reduced. Filing late adds interest and penalties, especially if money was owed. Taxpayers who carefully review their forms before they file taxes, or who use approved tax software, are less likely to make these errors and enjoy smoother processing. 

Explore More Tax Return Resources

Need Help With Back Taxes in Rhode Island?

Related Returns for 2013

See all State Tax Return Guides (2010-2024)